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From Financial Advisor to Customer-Centric Business Owner with Dana Anspach

From Financial Advisor to Customer-Centric Business Owner with Dana Anspach

In today’s episode of Framework, Jamie talks with Dana Anspach, the CEO and founder of Sensible Money. Dana has worked in nearly every capacity as a financial…

Jamie Hopkins September 14, 2020
Empowering FinTech and Identifying the Right Value-Adds with Mark Casady

Empowering FinTech and Identifying the Right Value-Adds with Mark Casady

In today’s episode of Framework, Jamie talks with Mark Casady, the former CEO of LPL Financial. He also co-founded Vestigo Ventures with a focus on financing…

Jamie Hopkins September 8, 2020
Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin

Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin

In today’s episode of Framework, Jamie talks with Steve Lockshin, the founder and principal at AdvicePeriod. After realizing he did not want to be a doctor, Steve…

Jamie Hopkins August 31, 2020
Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich

Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich

In today’s episode of Framework, Jamie talks with Oleg Tishkevich, the founder and CEO of Invent.us. Prior to founding Invent.us, Oleg founded Finance Logix,…

Jamie Hopkins August 28, 2020
Democratizing Financial Planning and Scaling Your Business with Kevin Lozer

Democratizing Financial Planning and Scaling Your Business with Kevin Lozer

In today’s episode of Framework, Jamie talks with Kevin Lozer, co-founder of Holistiplan. Kevin is a financial planner, but he’s also driven to help other financial…

Jamie Hopkins August 27, 2020
Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest

Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest

In today’s episode of Framework, Jamie talks with Andrew Altfest, CFP® — the president of Altfest Personal Wealth Management and the founder and CEO of FP…

Jamie Hopkins August 26, 2020
Scratching Your Own Itch and Mitigating Risk with Aladin Abughazaleh

Scratching Your Own Itch and Mitigating Risk with Aladin Abughazaleh

In today’s episode of Framework, Jamie talks with Aladin Abughazaleh, the CEO and co-founder of ATA RiskStation. Aladin exemplifies the idea of scratching your…

Jamie Hopkins August 25, 2020
Designing the Client Experience and Leveraging Data with Jason Wenk

Designing the Client Experience and Leveraging Data with Jason Wenk

In today’s episode of Framework, Jamie talks with Jason Wenk, CEO and Founder of Altruist. Jason is laser-focused on providing effective and memorable client…

Jamie Hopkins August 24, 2020
Being a Lifelong Learner and Supporting Women in Financial Services with Dawn Wolfgram

Being a Lifelong Learner and Supporting Women in Financial Services with Dawn Wolfgram

In today’s episode of Framework, Jamie talks with Dawn Wolfgram, CLF. Dawn is the President of Women in Insurance and Financial Services (WIFS). She is also the…

Jamie Hopkins August 17, 2020
Building Relationships and Being Kind to Yourself with Nina O’Neal

Building Relationships and Being Kind to Yourself with Nina O’Neal

In today’s episode of Framework, Jamie talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, as well as the founder of Female…

Jamie Hopkins August 10, 2020
Retirement Income Planning and Creating Educated Clients with Christine Benz

Retirement Income Planning and Creating Educated Clients with Christine Benz

In today’s episode of Framework, Jamie talks with Christine Benz, Morningstar’s director of personal finance. Christine has worked with Moringstar for 25…

Jamie Hopkins August 3, 2020
Building a Technology Strategy and Pushing Financial Planning Into the Future with Joel Bruckenstein

Building a Technology Strategy and Pushing Financial Planning Into the Future with Joel Bruckenstein

In today’s episode of Framework, Jamie talks with Joel Bruckenstein, the producer of the annual T3 Advisor Conference, the premier technology conference for independent…

Jamie Hopkins July 27, 2020
Supporting Women in Financial Services and Using Experience to Shape Your Perspective with Angela Ribuffo

Supporting Women in Financial Services and Using Experience to Shape Your Perspective with Angela Ribuffo

In today’s episode of Framework, Jamie talks with Angela Ribuffo, a financial services advisor based in Anchorage. Angela is the President and Financial Advisor…

Jamie Hopkins July 20, 2020
Training Elite Athletes and the Value of Experience with Kent Katich

Training Elite Athletes and the Value of Experience with Kent Katich

This week on Framework, Jamie Hopkins and guest host Brodrick Lothringer sit down with coach and trainer Kent Katich. Kent has coached some of the best athletes…

Jamie Hopkins July 13, 2020
Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse

Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse

In today’s episode of Framework, Jamie talks with Suzanne Siracuse, former Publisher and CEO at InvestmentNews. Suzanne has a long history in the financial planning…

Jamie Hopkins July 6, 2020
Retirement Income Planning and Playchecks with Tom Hegna

Retirement Income Planning and Playchecks with Tom Hegna

On today’s episode of Framework, Jamie talks with Tom Hegna, a thought-leader in the income planning for retirement space. Tom spent time in the military…

Jamie Hopkins June 29, 2020
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